See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,927 | $149,734-91.4% | $118,925-89.1% | $158,922-91.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 32.66% | 19.95%+12.7pp | 35.88%-3.2pp | 302.83%-270.2pp |
| Employer contribution / active EE | $1,504 | $4,115-63.5% | $3,263-53.9% | $4,761-68.4% |
| Participant deferral / active EE | $4,742 | $5,223-9.2% | $4,265+11.2% | $5,982-20.7% |
| Admin fee / account holder | $144 | $8,603-98.3% | $6,581-97.8% | $11,246-98.7% |